Setup for Successful Payment Collection

Ensure payment profiles are assigned each plan and payments are set to be automatically collected.

Choose the Payment Profile to Charge for the Plan Payments
Summary Each plan must have a default payment profile selected to automatically charge payments through the Petly Plans application. When Prior to cha...
Tue, Mar 10, 2020 at 10:49 AM
Revert a Payment Marked Paid Externally to Unpaid
Summary Revert the status of a payment to unpaid, if it has been marked paid externally, to process the payment through the Petly Plans application. Wh...
Tue, Mar 31, 2020 at 12:06 PM
Set a Payment to Automatically Process
Summary Check future-due payments to ensure they will be automatically processed when due. Note: If a renewal plan set to pay in full (PIF) on the plan...
Fri, Mar 6, 2020 at 4:31 PM
Change a Pay in Full Payment Structure to Monthly Payments
Summary Change a configured renewal plan that is set to pay the full plan cost up front to one in which the client will pay twelve equal monthly payments. ...
Mon, Jun 22, 2020 at 1:27 PM
Change a Monthly Payment Structure to a Paid in Full
Summary Change a configured renewal set to pay 12 monthly payments to one in which the client will pay the full cost of the plan with a single payment. Wh...
Mon, Jun 22, 2020 at 1:29 PM